ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,115 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 6.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $284,649 | -86.6% | 3,406 | -87.5% | 0.04% | -87.6% |
| Q4 2023 | $2,129,707 | -35.6% | 27,293 | -40.3% | 0.30% | -42.7% |
| Q3 2023 | $3,306,727 | -18.0% | 45,686 | -15.8% | 0.52% | -13.4% |
| Q2 2023 | $4,034,384 | +15.4% | 54,277 | +12.9% | 0.60% | +6.3% |
| Q1 2023 | $3,497,072 | +47.4% | 48,076 | +46.1% | 0.57% | +34.7% |
| Q4 2022 | $2,372,667 | +19.5% | 32,908 | +9.5% | 0.42% | +7.4% |
| Q3 2022 | $1,986,000 | +29.4% | 30,047 | +37.4% | 0.39% | +32.9% |
| Q2 2022 | $1,535,000 | +6.2% | 21,874 | +17.4% | 0.30% | 0.0% |
| Q1 2022 | $1,445,000 | +0.1% | 18,631 | +4.4% | 0.30% | +1.7% |
| Q4 2021 | $1,443,000 | +397.6% | 17,841 | +325.3% | 0.29% | +258.0% |
| Q1 2021 | $290,000 | -4.9% | 4,195 | -6.5% | 0.08% | -10.0% |
| Q4 2020 | $305,000 | – | 4,488 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,651,500 | $112,054,000 | 56.30% |
| Financial Advisors, LLC | 912,739 | $61,957,000 | 27.53% |
| Personal Wealth Partners | 825,808 | $56,056,000 | 26.21% |
| Syverson Strege & Co | 399,620 | $27,126,000 | 25.89% |
| Sanford Advisory Services, LLC | 1,149,482 | $78,022,000 | 24.92% |
| ACT Advisors, LLC. | 397,566 | $26,987,000 | 24.46% |
| Cassia Capital Partners, LLC | 362,961 | $24,638,000 | 23.80% |
| Legacy Financial Advisors, Inc. | 1,238,301 | $84,055,000 | 23.76% |
| Wells Financial Advisors INC | 408,991 | $27,762,000 | 23.73% |
| Monterey Private Wealth, Inc. | 594,873 | $40,380,000 | 23.28% |